INCA Investments’s Coca-Cola Femsa KOF Stock Holding History

INCA Investments’s Portfolio KOF Stock Details KOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-115,500	Closed	-$7M	–	13
2019 Q4	$7M	Sell	115,500 -279,211	-71%	-$16.4M	1.28%	11
2019 Q3	$23.9M	Sell	394,711 -330,823	-46%	-$20.1M	4.54%	10
2019 Q2	$45.1M	Sell	725,534 -124,778	-15%	-$8M	7.96%	6
2019 Q1	$56.1M	Sell	850,312 -270,220	-24%	-$16.9M	9.62%	5
2018 Q4	$68.2M	Buy	1,120,532 +495,332	+79%	+$30M	11.49%	3
2018 Q3	$38.3M	Buy	625,200 +169,900	+37%	+$10.3M	7.7%	6
2018 Q2	$30.7M	Buy	+455,300	New	+$27.9M	7.42%	7

Other funds holding KOF

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return